Author: 行政
JPMorgan says Bitcoin could see stronger ETF demand than gold if investors unwind heavy hedges. Gold ETFs have recovered all their 2026 outflows, while Bitcoin ETFs have recovered around half. IBIT has high short interest and a higher put-to-call ratio than GLD, pointing to heavier defensive positioning. US Bitcoin ETFs saw US$159.5 million in net inflows on September 17, with IBIT accounting for US$183.7 million. Investors seem more nervous about Bitcoin than gold right now, and JPMorgan says that’s precisely why Bitcoin has further to climb. In a note dated September 17, analysts led by Nikolaos Panigirtzoglou pointed to a…
Key takeaways The failed CLARITY Act vote and the Federal Reserve’s rate increase have weighed on sentiment. XRP futures open interest fell from 2.25 billion to 2.12 billion tokens, signaling softer speculative demand. The 50-day and 100-day EMAs provide support between $1.28 and $1.26. Ripple’s XRP remained under bearish pressure on Friday, trading just above $1.30 as buyers attempted to defend a cluster of short-term moving-average supports. The token has struggled since rising to $1.50 on Monday. Sentiment weakened after the U.S. Senate failed to advance the CLARITY Act and the Federal Reserve raised its benchmark interest rate by 25…
The SEC has approved a temporary exemption allowing certain tokenised US stocks to trade on permissioned onchain venues. TSVs must meet conditions including US operation, sanctions compliance and restricted access for approved participants. Tokenised stocks must retain corresponding dividend and voting rights, while anti-fraud rules and trading limits remain in place. SEC Chair Paul Atkins and Commissioner Mark Uyeda said the exemption could help inform longer-term rules for onchain securities markets. The US Securities and Exchange Commission (SEC) has approved a temporary exemption allowing certain tokenised US stocks to trade on selected onchain venues, marking a significant step towards bringing…
S&P Global has agreed to acquire smart contract security company OpenZeppelin in a transaction that would put the crypto company inside the group that includes S&P Global Ratings.The transaction remains subject to closing conditions, S&P Global’s announcement said. Financial terms were not disclosed, and S&P said it does not expect the deal to materially affect its financial results.Future Contracts versions will also stay open source, and OpenZeppelin extended that commitment to its other open-source applications and tools.OpenZeppelin says more than $37 trillion in value has been transferred through its Contracts software since 2015. Related ReadingWhy crypto ‘audited’ badges are giving investors…
Avalanche Treasury Company CEO Bart Smith stated “block space is not infinite anymore” in a 16 September interview at the Avalanche Summit in New York. Smith argued even low-end forecasts for AI agent activity in financial markets would land on blockchains, making technical differences between Avalanche, Solana and Ethereum increasingly significant.His Nasdaq-listed firm held about 15.3 million AVAX, worth roughly US$100 million (AU$141 million) as of 30 June, while AVAX traded at US$7.69 (AU$10.84) on Friday. Avalanche Treasury Company chief executive Bart Smith says the spread of artificial intelligence agents through financial markets could overwhelm blockchain capacity. He warned in…
HP Wolf Security, the company’s threat-research team, said a fake AI crypto-trading assistant distributed malware that could replace browser crypto wallet extensions on an infected Windows computer and turn the familiar wallet interface into a credential trap.The campaign appeared in HP’s September threat report, published Sept. 17 and based on threats observed from April through June 2026. HP described a compromise that began on a user’s endpoint after a counterfeit trading tool was downloaded and run, not a breach of Coinbase, MetaMask, or their official extensions.Malwarebytes had documented the TradingClaw campaign in April and found that Needle Stealer also circulated…
XRP Ledger’s (XRPL) newest server release defines a future lending market in which depositors could commit assets to a vault for a fixed term and wait until a set redemption date to withdraw. For XRP holders, the design introduces a possible liquidity lock that can last from minutes to years.The XRP Ledger Foundation released xrpld 3.4.0 on Sept. 16 with LendingProtocolV1_1 code for closed-ended vaults and cash-basis accounting.The first feature fixes the period during which deposited capital can fund loans, and the second recognizes interest when a borrower pays it.Availability still depends on the amendment process and the rest of…
S&P Global agreed to acquire smart contract security firm OpenZeppelin, expanding its digital asset business into the technology underpinning tokenized finance.On Sept. 17, the financial data and ratings company said that OpenZeppelin will continue operating under its own name as a separate business unit. Chief Executive Demian Brener will remain in charge and report to S&P Global Ratings President Yann Le Pallec.Financial terms were not disclosed, and the transaction remains subject to closing conditions.The deal gives S&P direct exposure to the security layer behind stablecoins, tokenized funds, and decentralized-finance applications. OpenZeppelin’s open-source contracts have supported more than $37 trillion in…
Aave V4 went live on the Arc Layer-1 network on Sept. 16 and attracted USDC almost immediately. By Sept. 17, point-in-time Aavescan data showed roughly $76 million supplied, less than $100,000 borrowed, and utilization near 0.1%.Suppliers quickly filled the market’s initial capacity, but borrowers had put almost none of that liquidity to work.LlamaRisk responded to the deposit rush by proposing an increase in the Arc Main Spoke’s USDC add cap from 56 million to 150 million tokens. The balance later moved above the former ceiling, showing that 56 million was no longer binding.However, the governance post and live market page…
The US Securities and Exchange Commission (SEC) has opened a five-year pathway for regulated US stocks to trade on blockchain-native venues.The Innovation Exemption came two days after the Senate failed to advance the CLARITY Act, a broad crypto market-structure bill that sought to establish statutory rules for digital assets and clarify regulatory responsibilities. The procedural vote failed 49-50, short of the 60 votes needed to move it forward.That failure left the crypto industry without a comprehensive market-structure framework and put greater weight on what regulators can do under existing law.SEC Chair Paul Atkins explicitly tied the Sept. 17 action to…